Slide 1: InterDigital, Inc. Investor Presentation August 2012
InterDigital Confidential and Proprietary © 2012 InterDigital, Inc. All rights reserved. August 2012 INTERDIGITAL, INC. INVESTOR PRESENTATION
Slide 2: Forward-Looking Statements
2 InterDigital Confidential and Proprietary © 2012 InterDigital, Inc. All rights reserved. Forward-Looking Statements All trademarks are the sole property of their respective owners This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933,
Slide 3: InterDigital - a Wireless Industry Pioneer
3 InterDigital Confidential and Proprietary © 2012 InterDigital, Inc. All rights reserved. InterDigital - a Wireless Industry Pioneer • Approximately 200 engineers developing fundamental technology used in every cellular wireless device • Substantial intellectual property portfolio • Almost 20,000 i
Slide 4: Strategy to Maximize Value of Patent Portfolio
4 InterDigital Confidential and Proprietary © 2012 InterDigital, Inc. All rights reserved. Strategy to Maximize Value of Patent Portfolio InterDigital Patent Portfolio(1) ~ 20,000 Worldwide Patents & Applications ~ 9,500 Worldwide Patents & Applications disclosed to ETSI ~ 1,000 US Patents & Applica
Slide 5: Wireless Explosion Fuels Licensing Opportunity
5 InterDigital Confidential and Proprietary © 2012 InterDigital, Inc. All rights reserved. Wireless Explosion Fuels Licensing Opportunity - 0.2 0.4 0.6 0.8 1.0 1.2 1.4 1.6 1.8 2.0 2009A 2010A 2011E 2012E 2013E 2014E 2015E Estimated Worldwide Handset Shipments(1) (B, Units) 4G/LTE 3G 2G Largely Licen
Slide 6: Strong 3G License Base
6 InterDigital Confidential and Proprietary © 2012 InterDigital, Inc. All rights reserved. Strong 3G License Base ___________________________ 1. Source: Strategy Analytics: Global Market Handset by Technology Q4 2011 2. ITC Investigation 337-TA-800 – Hearing currently scheduled to begin Oct. 2012; j
Slide 7: Driving 3G Penetration and Adding 4G Agreements Offers Substantial Opportunity
7 InterDigital Confidential and Proprietary © 2012 InterDigital, Inc. All rights reserved. Driving 3G Penetration and Adding 4G Agreements Offers Substantial Opportunity Potential Handset Licensing Revenues(1) ($ in billions) 0.0 0.2 0.4 0.6 0.8 1.0 1.2 1.4 2011 2015E ~50% Licensed Unlicensed Licens
Slide 8: LTE – A Tremendous Opportunity
8 InterDigital Confidential and Proprietary © 2012 InterDigital, Inc. All rights reserved. LTE – A Tremendous Opportunity 0 50 100 150 200 250 300 350 2007 2008 2009 2010 2011 Number of InterDigital U.S. Patents & Applications Disclosed to ETSI for LTE* (By Year) 0 200 400 600 800 1000 1200 2001 200
Slide 9: Technology Upgrades Meeting Accelerated Adoption
9 InterDigital Confidential and Proprietary © 2012 InterDigital, Inc. All rights reserved. Technology Upgrades Meeting Accelerated Adoption 0 200 400 600 800 1000 1200 1400 1 2 3 4 5 6 7 8 9 10 11 12 M ill io n S u b sc ri p ti o n s Years After Commercial Launch Global Subscriptions by Technology G
Slide 10: Strategic Value of Patents Drives New Sales Opportunity
10 InterDigital Confidential and Proprietary © 2012 InterDigital, Inc. All rights reserved. Strategic Value of Patents Drives New Sales Opportunity
Slide 11: Depth of InterDigital Patent Portfolio Supports Sales Strategy
11 InterDigital Confidential and Proprietary © 2012 InterDigital, Inc. All rights reserved. Depth of InterDigital Patent Portfolio Supports Sales Strategy • Two sales agreements executed to date: • Approximately 1,700 patents and patent applications to Intel for $375 million (closing expected Q3 201
Slide 12: Driving More Innovation
12 InterDigital Confidential and Proprietary © 2012 InterDigital, Inc. All rights reserved. Driving More Innovation For years, InterDigital’s focus has been on developing core technologies that will enable a world of ubiquitous connectivity, where billions of subscribers and trillions of connections
Slide 13: Tech Portfolio Aligned with Market
13 InterDigital Confidential and Proprietary © 2012 InterDigital, Inc. All rights reserved. Tech Portfolio Aligned with Market
Slide 14: Highlights of the Business
14 InterDigital Confidential and Proprietary © 2012 InterDigital, Inc. All rights reserved. Highlights of the Business • Vendor agnostic wireless communications pure play • Creates opportunity to develop a broad range of technologies • Continuously developing fundamental wireless technology IP that